Sales and CRM Integrations

Unify your company's customer experience

Expandable’s CRM module and pre-built CRM integrations (using our powerful API toolset) can help you unify your company’s sales and customer support efforts. Deploying a unified sales process gives your management team visibility of your sales pipeline and helps your reps manage opportunities from capture, through marketing, to closing.

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Lead. Opportunity. Customer.

Intelligent Customer Interactions

Integration between sales, customer support, and business operations delivers enterprise-wide visibility of orders, product information and transactional data so that customer-facing personnel can respond quickly and correctly to customer needs. With Expandable’s CRM module, or with our pre-built CRM integrations, your organization will have the tools to maintain a high level of customer satisfaction.

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At a glance

CRM Functions

01

Sales Force Automation

Provide structure to sales and support while offering management visibility of sales-related activity.

02

Opportunity Management

Use the built-in lead management processes or customize your own scheme.

03

Integration with Expandable ERP

Create sales transactions in CRM while accessing orders, serial numbers, inventory status and other key information from Expandable ERP.

04

Outlook Email Integration

Connect with prospects and customers using familiar tools while recording communication in CRM contact history.

05

Account Management

Maintain customer and prospect details in one location and access through both ERP and CRM.

06

History Detail

Record sales-related information and track process steps.

07

Contact Management

Leverage robust contact information fields with the ability to connect individual contacts to one or more accounts.

08

Support Tickets

Provides detailed case management and visibility of the resolution process.

Aberdeen Report

Expandable Customers Outperform Industry Averages in Productivity Gains

ERP standardizes processes, boosts efficiency, and modernizes operations, giving businesses a competitive edge. Aberdeen’s survey of 445 manufacturers, including 65 using Expandable, shows these users achieve significant productivity gains through best practices and optimized workflows.

Inventory Accuracy 96
Exceeds industry average
Reduction in Inventory Levels 16
5% better than industry average
Manufacturing Schedule Compliance 93
Exceeds industry average
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